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CIK: 0002029433
Total reported value
$593.3M
$593.3M
42 檔
19.7%
In Q1 2026, Science & Technology Partners, L.P.'s U.S. equity holdings reached a combined market value of $593.3M, distributed across 42 disclosed stock positions.
In Q1 2026, Science & Technology Partners, L.P. displayed an active expansion posture, initiating 28 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | Stock-Tech | 6.94% | -4.34% | +121.88% | |
| 2 | KEYS | Keysight Technologies In | Stock-Tech | 6.39% | -6.32% | — | |
| 3 | LRCX | Lam Research CORP | Stock-Tech | 6.08% | -1.34% | -6.93% | |
| 4 | NET | Cloudflare Inc - Class A | Stock-Tech | 5.75% | -5.66% | — | |
| 5 | COHR | Coherent CORP | Stock-Tech | 5.50% | -0.53% | -29.73% | |
| 6 | BE | Bloom Energy Corp- A | Stock-Industrials | 5.38% | -1.03% | +0.35% | |
| 7 | NTRA | Natera Inc | Stock-Healthcare | 5.22% | -0.19% | +25.84% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.75% | -4.75% | EXIT | |
| 9 | PL | Planet Labs Pbc | Stock-Industrials | 4.23% | +0.38% | -39.19% | |
| 10 | CAMT | Camtek Ltd. | Stock-Other | 4.19% | -4.19% | EXIT | |
| 11 | WGS | Genedx Holdings CORP | Stock-Other | 4.05% | -2.82% | +19.84% | |
| 12 | RKLB | Rocket Lab CORP | Stock-Industrials | 3.99% | -3.99% | EXIT | |
| 13 | NOK | Nokia Corp-spon Adr | Stock-Tech | 3.21% | -3.21% | EXIT | |
| 14 | CIEN | Ciena CORP | Stock-Tech | 2.80% | -2.72% | — | |
| 15 | AMPX | Amprius Technologies Inc | Stock-Other | 2.80% | -2.80% | EXIT | |
| 16 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 2.08% | -2.08% | EXIT | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.96% | -1.65% | +108.82% | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 1.93% | -1.24% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +3.99% | -55.22% | |
| 20 | DOCN | Digitalocean Holdings Inc | Stock-Tech | 1.55% | -1.55% | EXIT | |
| 21 | SNDK | Sandisk CORP | Stock-Tech | 1.55% | -1.55% | EXIT | |
| 22 | MU | Micron Technology Inc | Stock-Tech | 1.49% | +0.08% | — | |
| 23 | ASML | ASML Holding N.V. | Stock-Tech | 1.38% | -1.38% | EXIT | |
| 24 | ADI | Analog Devices Inc | Stock-Tech | 1.32% | -1.09% | — | |
| 25 | KRMN | Karman Holdings Inc | Stock-Industrials | 1.15% | -1.15% | EXIT | |
| 26 | LUNR | Intuitive Machines Inc | Stock-Other | 1.15% | -1.15% | EXIT | |
| 27 | FSLY | Fastly Inc - Class A | Stock-Tech | 1.15% | -1.15% | EXIT | |
| 28 | AKAM | Akamai Technologies Inc | Stock-Tech | 1.11% | -1.11% | EXIT | |
| 29 | AEIS | Advanced Energy Industries | Stock-Industrials | 1.09% | -1.09% | EXIT | |
| 30 | VRSN | Verisign Inc | Stock-Tech | 1.06% | -1.06% | EXIT | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | -0.88% | EXIT | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.82% | +4.30% | — | |
| 33 | MSI | Motorola Solutions Inc | Stock-Tech | 0.78% | -0.70% | — | |
| 34 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.74% | -0.49% | — | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +1.31% | -85.16% | |
| 36 | SITM | Sitime CORP | Stock-Tech | 0.67% | +2.84% | -82.61% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.60% | EXIT | |
| 38 | GLW | Corning Inc | Stock-Tech | 0.58% | +1.20% | — | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.07% | — | |
| 40 | GEV | GE Vernova Inc | Stock-Industrials | 0.43% | +0.88% | — | |
| 41 | ONTO | Onto Innovation Inc | Stock-Tech | 0.42% | -0.42% | EXIT | |
| 42 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 0.02% | -0.02% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | +5.2% | +121.88% | Add |
| 2 | BE | Bloom Energy Corp- A | +1.7% | +0.35% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +1% | +20.40% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.8% | +108.82% | Add |
| 5 | LRCX | Lam Research CORP | +0.5% | -6.93% | Trim |
| 6 | NTRA | Natera Inc | +0.2% | +25.84% | Add |
| 7 | COHR | Coherent CORP | -0.9% | -29.73% | Trim |
| 8 | PL | Planet Labs Pbc | -1% | -39.19% | Trim |
| 9 | NVDA | Nvidia CORP | -2.4% | -55.22% | Trim |
| 10 | WGS | Genedx Holdings CORP | -3.2% | +19.84% | Add |
| 11 | SITM | Sitime CORP | -3.5% | -82.61% | Trim |
| 12 | AVGO | Broadcom Inc | -5.2% | -85.16% | Trim |
| 13 | TSLA | Tesla Inc | -6% | -83.75% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | -6.6% | -90.30% | Trim |
| 15 | APP | Applovin Corp-class A | — | EXIT | Sold out |
| 16 | KEYS | Keysight Technologies In | — | NEW | New buy |
| 17 | NET | Cloudflare Inc - Class A | — | NEW | New buy |
| 18 | SHOP | Shopify Inc - Class A | — | EXIT | Sold out |
| 19 | AXON | Axon Enterprise Inc | — | EXIT | Sold out |
| 20 | CAMT | Camtek Ltd. | — | NEW | New buy |
| 21 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 22 | ✓ | Establishment Labs Holdings In | — | EXIT | Sold out |
| 23 | AFRM | Affirm Holdings Inc | — | EXIT | Sold out |
| 24 | NOK | Nokia Corp-spon Adr | — | NEW | New buy |
| 25 | CIEN | Ciena CORP | — | NEW | New buy |
| 26 | AMPX | Amprius Technologies Inc | — | NEW | New buy |
| 27 | TSEM | Tower Semiconductor Ltd. | — | NEW | New buy |
| 28 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 29 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 30 | DOCN | Digitalocean Holdings Inc | — | NEW | New buy |
| 31 | SNDK | Sandisk CORP | — | NEW | New buy |
| 32 | MU | Micron Technology Inc | — | NEW | New buy |
| 33 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 34 | ADI | Analog Devices Inc | — | NEW | New buy |
| 35 | KRMN | Karman Holdings Inc | — | NEW | New buy |
| 36 | LUNR | Intuitive Machines Inc | — | NEW | New buy |
| 37 | FSLY | Fastly Inc - Class A | — | NEW | New buy |
| 38 | AKAM | Akamai Technologies Inc | — | NEW | New buy |
| 39 | AEIS | Advanced Energy Industries | — | NEW | New buy |
| 40 | VRSN | Verisign Inc | — | NEW | New buy |
| 41 | GH | Guardant Health Inc | — | EXIT | Sold out |
| 42 | AAPL | Apple Inc | — | NEW | New buy |
| 43 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 44 | RDW | Redwire CORP | — | EXIT | Sold out |
| 45 | MSI | Motorola Solutions Inc | — | NEW | New buy |
| 46 | STX | Seagate Technology Holdings plc | — | NEW | New buy |
| 47 | GLW | Corning Inc | — | NEW | New buy |
| 48 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 49 | GEV | GE Vernova Inc | — | NEW | New buy |
| 50 | CVNA | Carvana Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, Science & Technology Partners, L.P. reported a total U.S. public equity portfolio value of $593.3M across 42 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LITE, KEYS, LRCX) accounted for 19.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
KEYS
市值: $24.4M
Top Position Liquidated / Trimmed
APP
前期市值: $30.2M
During Q1 2026, Science & Technology Partners, L.P.'s top holdings by market value included LITE (6.9%)、KEYS (6.4%)、LRCX (6.1%). The largest single position, LITE, represented 6.9% of total portfolio value.
In Q1 2026, Science & Technology Partners, L.P. made 52 total portfolio adjustments, initiating 28 new buys, adding to 6 positions, trimming 8 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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